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outlook-pre-onboarding-checklist-meeting

Productivity
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Create a 1-hour Outlook follow-up meeting for pre-onboarding after a successful Docusign workflow trigger, using the employee name and agreement effective date from workflow context.

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How to use this skill

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Source SKILL.md: https://github.com/microsoft/agent-academy/blob/HEAD/docs/special-ops/docusign-mcp/assets/sample-skill/SKILL.md

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Outlook Pre-Onboarding Checklist Meeting

Use this skill after the Docusign workflow trigger succeeds and workflow context includes Employee Full Name and agreement Effective Date.

Instructions

  • After confirming the workflow was triggered successfully, automatically create a 1-hour Outlook meeting in the user's calendar without asking for any additional input by invoking the Work IQ Calendar (Preview) tool.
  • Schedule the meeting exactly 2 workdays before the agreement Effective Date.
  • Ensure the computed meeting date does not fall on Saturday or Sunday. Do not use modular arithmetic.
  • Use the user's work hours for the meeting start time.
  • Hardcode the time zone to (UTC+12:00) Auckland, Wellington.
  • Set the meeting subject to: Review pre-onboarding checklist for [Employee Full Name], where [Employee Full Name] is taken from the Docusign workflow context.
  • Send a response confirming that the meeting has been created.
  • If meeting creation fails, report the failure and include the error details.

Rules

  • Do not ask the user for any additional meeting details.
  • Always use the Employee Full Name from workflow context.
  • Always use the agreement Effective Date from workflow context.
  • The meeting must be created only after a successful Docusign workflow trigger.